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"We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”
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“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”
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“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”
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“Great system and very easy to access. Very powerful tool for Investor Relations and Marketing purposes."
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“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”
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“Backstop is an excellent platform for any institution within the financial services industry with a vast array of products and functionality and an excellent support team. I would highly recommend this product to any friend or colleague.”
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“I have used several other systems in my days and this one is by far the best, most tailored to the asset management industry and with the most user-friendly features."
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“By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”
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“It fills a huge void we had in tracking managers, contacts and performance. User friendly, responsive support."
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"Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”
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“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist …
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“Great relational database for information tracking, contact management, client management, distribution, and accounting.”
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“We run private commingled funds across various opportunities that include everything from real estate to hedge funds. We also do more niche-type asset classes. For example, we own private golf clubs and manufactured housing communities, and make those opportunities available to our qualified clients. We like to think we’re able …
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“We were really looking for where we could get the most bang for our buck when it came to software spend, especially after using an outdated, very manual system before. One of the main points that made the transition to Backstop such an easy decision was relationship tracking. Previously, we …
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“At GFOS, we have always put our client interests at the heart of every investment decision we make. Backstop has empowered us with a better way to collaborate and synthesize critical information on a timely basis. Our experience has been very positive since day one, with the entire implementation process …